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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,985 | $154,228-17.0% | $145,433-12.0% | $137,256-6.8% |
| Participation rate | 10.5% | 83.8%-73.3pp | 82.1%-71.6pp | 80.0%-69.4pp |
| Annual return | 13.24% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $511 | $8,216-93.8% | $7,897-93.5% | $6,407-92.0% |
| Admin fee / account holder | $20,810 | $14,344+45.1% | $13,129+58.5% | $12,270+69.6% |